Fiduciary mandates for trusts, foundations and underlying companies; assuming existing structures, establishing new structures and ongoing administrative support.
Administration of family wealth and family structures
Administration and organisation of multi-generation families, protection and administration of assets as well as support with long-term family planning and internal structuring.
Accounting and bookkeeping
Accounting services from Excel through to complete general ledgers, including ongoing administrative data capture and support.
Compliance and reporting support
Support for CRS-AIA and FATCA, as well as ongoing compliance with industry requirements and training.
KYC and banking communication
KYC support and communication with banks and other service providers as part of mandate management.
Knowledge
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